Account Manager, Emerging Business - Technology

Woodruff-Sawyer & Co., Inc.
$75,750.00 - $105,000.00
life insurance, flexible benefit account, sick time, 401(k), retirement plan, profit sharing
United States, California, San Francisco
50 California Street (Show on map)
Nov 12, 2024
Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future. How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role Woodruff Sawyer's Emerging Business practice seeks a collaborative Account Manager to handle placement, renewal, and service of new and existing business. Account Managers serve as ambassadors for Woodruff Sawyer, possessing technical expertise and confidently discussing markets and coverages with Account Executives and clients. They work closely with the Account Executive to drive strategy and ensure efficient progress. What You'll Do Responsible for assigned book of business with revenue of at least $1,000,000 or appropriate mix of revenue and complexity Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clients Responsible for coordinating with Account Assistants and/or Account Coordinators and Account Executives; ability to work directly with a Producer, with no AE involvement, when necessary Develop client deliverables, contribute to client presentations, and actively engage in the planning process Successfully handle multiple clients in accordance with P&C practice service requirements and standard methodologies to ensure client retention. Responsible for leading the Marketing and/or Renewal process. Obtain information from markets and clients. Assess client coverage documents. Develop specifications and secure quotes. Evaluate proposals/quotes to negotiate changes or provide recommendations to the client. Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs Demonstrate ability to build positive relationships with clients, carriers and team members Responsible for timely policy review and delivery Manage contract review and effectively explain and clarify details with client verbally and/or in writing Demonstrate the ability to market and cross-sell additional lines of coverage, involving team members when faced with a challenging issue or to showcase additional Woodruff Sawyer capabilities This job is for you, if... You manage and serve clients by meeting their needs, timelines, and expectations. This includes actively participating in team and client meetings, either in person or over the phone. You can clearly read and interpret information for clients and colleagues both verbally and in writing. You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure. You proactively overcome barriers and find acceptable solutions to client issues. You can mentor and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice. You assist in developing and driving the team strategy related to client service and team skill development. Experience & Qualifications College degree preferred, but applicants with a high school diploma or equivalent experience will be considered. Experience within Technology & Life Sciences preferred, minimum of five years of industry experience required. Experience with Property, Casualty, Cyber, and Management Liability Lines preferred. Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook. Experience with EPIC preferred. Outstanding verbal, written and interpersonal communication skills. Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change. Fire & Casualty license required. Required to acquire the applicable insurance license(s) within 90 days of date of hire. Valid Driver's license and reliable transportation required. Ability to travel as necessary. More About Us Compensation: Anticipated salary between $75,750.00 - $105,000.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. #LI-REMOTE Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.